Forward Copy by Email

If you're looking to send the link or a PDF copy of an agreement to someone who's not a signer you can use Forward Copy by Email.

The links sent are for viewing only. To send a signable link be use Resend Agreement.

To send a copy select the agreement from the list and click on the icon showing an email at the bottom of Agreement Manager. In the pop-up window you will see the original recipients, cc users, and email subject and message.

By default 'Attach Copy as Link' is selected but you can de-select that and select 'Attach copy as PDF' or have both selected. If 'Attach Copy as Link' is selected the agreement is appended below your message. To send to multiple people separate the email addresses with a comma.

Once ready, click 'Send'.

Have more questions? Submit a request


Please sign in to leave a comment.